Stop rebuilding your reports every month.

SolveARC turns your trial balance into board-ready statements, dashboards and CFO-style commentary — so you go from raw numbers to decisions in minutes, not days.

No more manual rebuildConnect your Google Sheet once — your trial balance flows straight into SolveARC, no re-keying.
Month-end done in minutesIncome statement, balance sheet, cash flow and dashboards generate automatically, ready to share.
Catch issues before the board doesRatios, trends, variances and credit risk are surfaced for you with supporting schedules.
A CFO in your cornerAI writes the commentary, the board narrative and the next actions — in plain finance language.
No credit card required. Continue at $9.99 per company / per month after trial.
From trial balance to decision — without the spreadsheet grind
Connect your populated template once and SolveARC keeps your statements, dashboards and commentary in sync every month — no rebuilding the numbers, no broken formulas.

What it replaces

Hours of manual Excel packs, copy-paste reporting and last-minute commentary — turned into a few clicks each month.

Who it's for

Finance managers, CFOs, auditors, consultants and founders who need decision-ready reporting without rebuilding spreadsheets every close.

Up and running in 3 steps

1) Drop your trial balance into the SolveARC template. 2) Connect your company. 3) Sync — your reports and AI commentary are ready.

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New to SolveARC? Start a free 30-day trial or contact us for onboarding support.
SolveARC

Turn Trial Balances Into Board-Ready Insights In Minutes.

Create your company, paste your trial balance, and instantly generate financial statements, dashboards, ratio analysis, cash flow insights and board packs — with AI commentary on tap when you want it, all in one secure workspace.

Financial reporting, automated end to end
See the true month, not just cumulative YTD views
From trial balance to a board-ready pack in minutes
Risk, margin and cash signals in one place
①

Create Your Company

In Manage Company, click Create Company. SolveARC builds your Google Sheet from the latest template automatically — no downloads or copying.

→
②

Add Your Numbers

In that Google Sheet, set your Chart of Accounts and paste your Trial Balance (YTD) into the TB Dump Upload tab.

→
③

Sync & Generate Reports

Click Sync and SolveARC automatically builds your financial statements, cash flows, ratio analysis, Command Center views, board dashboards and TB insights.

→
④

Get AI Commentary & Invite Team

Generate CFO commentary, variance analysis and board narratives — and invite team members under Manage Workspace.

Multi-Workspace Management Google Sheets Integration AI Financial Commentary Board Reporting Suite Executive Dashboard Prompt Graphs Credit Risk Analysis Trial Balance Intelligence Team Collaboration
Financial Statements
Dashboards & KPIs
AI Financial Commentary
Multi-Workspace Collaboration
Trusted by finance teams, CFOs and business owners to transform raw accounting data into decision-ready insights.

Access Your Financial Workspace

Connect your data. Generate insights. Share decisions.

Secure access. Invited users sign in with Google and access only their approved workspaces.

Activate your account

You need an invitation to join. If you were invited, enter your email and set a new password.

⚡ Invite only. Only emails pre-approved by the administrator can create an account. If you need access, contact your SolveARC admin.
Privacy Policy Terms of Service
Data Room
USD
Ready
Reporting month
Company: —
+ Logo
A
Workspace

Data Room

Connect and manage your financial data.

Quick Start

For Workspace Owners

  1. 1Create Company
    via Connect to Company
  2. 2Set up Chart
    of Accounts
  3. 3Paste Trial Balance
    (YTD) in TB Dump
  4. 4Sync
  5. 5Share Sheet
    with Team
Watch Setup Video (5 min)

For Workspace Members

  1. 1Get Company Sheet
    shared by Owner
  2. 2Open Manage
    Company
  3. 3Sync
Steps 1-3 are one-time setup for Owners. Members can skip these steps and must use the approved Google Sheet shared by the Workspace Owner. Estimated setup time: 3-5 minutes

Google Drive Connection

Not Connected

Select the approved company Google Sheet from Drive.

Last Sync-
Company-

Analysis Status

Click Sync

Click Sync to refresh data and update reports.

Progress 0%
Rows Processed-
Last Sync-
Company -

Workspace Overview

Workspace Current company workspace Member
Members-
Companies-
Google Sheets-

Data Room

Upload your SolveARC Reporting template or connect Google Sheets

⚡ SolveARC Quick Start

A compact setup path for laptop and mobile users: sign in, prepare the template, connect your company, refresh reports, and manage access.

📥Step 1

Sign In & Download Template

Sign in, open the Data Room, download the SolveARC Reporting Template, and save it as a Google Sheet.

Start here
🏢Step 2

Set Up Company Details

In the TB Dump Upload section, enter Company Name and Currency. SolveARC uses these details to identify, display, and connect your company.

Company NameCurrency
✅Step 3

Prepare & Validate Data

Set up the Chart of Accounts once per company. Validate in Chart of Accounts and TB Dump Upload before connecting or refreshing.

  • Categories, sub-sections, and model lines are assigned
  • Mapping Status displays OK
  • TB Upload rows display OK or OK - MATCHED BY NAME
🔄Step 4

Connect & Refresh

Company owners click Add Google Sheet, select the approved sheet from Google Drive, then click Refresh Latest after every source update.

Add Google SheetRefresh Latest
👥 Team Access
First-Time Members
  • Click Add Google Sheet
  • Select the same approved company sheet shared by the Workspace Owner
  • Click Refresh Latest
  • The company will appear in Company Access
Returning Users
  • Select the company from the company dropdown
  • Click Refresh Latest
  • No need to reconnect the sheet
Multiple Companies
  • Use the Company Selector in the top-left corner
  • Select the company you wish to analyze
  • Click Refresh Latest after switching
Workspace Management (Owners Only)

Workspace Owners can manage access from the Workspace section.

  • Invite Members
  • Remove Members
  • Manage company access permissions
  • Control who can access approved company sheets

Members can only access companies that have been shared with them by a Workspace Owner.

🔄

IMPORTANT REMINDER

Updated your Google Sheet? Always click Refresh Latest after trial balance updates, new accounts, mapping changes, month-end journals, or reporting period updates.

📊
Connect Google Drive
Authorise once in that browser — SolveARC will try to reconnect your Google Sheet session and auto-sync on future sign-ins. Your sheet should follow the SolveARC Template format.

Analysis Pipeline

Real-time parsing progress

Awaiting files 0%
--:--Ready. Upload files to begin.
🎬 SolveARC Academy

One quick video covers the full flow from first sign-in to a ready workspace.

▶

SolveARC Quick Start Video

Learn the complete workflow: sign in, download the reporting template, enter Company Name and Currency, prepare Chart of Accounts, validate mappings, connect Google Drive, refresh latest data, and manage workspace access.

▶ Watch Quick Start Video
Need Help Connecting? support@solvearcreporting.com

Dashboard

Choose year and month to view KPIs and charts.

Year
Month
Display
Show/hide
🔍 details
Revenue
—
Awaiting upload
🔍 details
EBITDA
—
Awaiting upload
🔍 details
GP% / EBITDA%
—
Awaiting upload
🔍 details
Cash at Bank
—
Awaiting upload

Financial Statements

Income Statement - Balance Sheet - Cash Flow - Audit Trail

TB Deep Dive i

Explore your Trial Balance in detail. Switch between views to analyse your data the way you need.

Total Accounts—Mapped accounts
Total Debits—Monthly Movement
Total Credits—Monthly Movement
Net Movement—Balanced
Unmapped Accounts—All accounts mapped
#Account CodeAccount NameCategoryAccount Type Raw TB / YTDSignMovementNormalized Display
Upload or sync your SolveARC template to populate the TB Deep Dive.
Note: Raw TB values remain exactly as uploaded. Movement is Current YTD minus Previous YTD for P&L accounts. Balance Sheet accounts show closing balances.

Financial Health Analysis

Scoring models and financial health from uploaded data

🔍 breakdown

Financial Distress Indicator (Altman Z score model)

Bankruptcy prediction model

—
—
<1.81 Distress1.81–2.99 Grey>2.99 Safe

Upload data to compute.

🔍 breakdown

Financial Health Assessment

—
—
score
—
Awaiting data

Financial Health Metrics

Parsed Values

All extracted financial figures

Mapping Center

Review how trial balance accounts are mapped into SolveARC reporting categories, statements and sign treatment.

Total Accounts—
Mapped—
Unmapped—
Mapping Health—
#Account CodeAccount NameMapped CategoryStatementSign RuleStatus
Upload or sync your template to populate mapping.
Recommended use: keep Mapping Center as the controller page for unmapped accounts, category review, statement classification and sign treatment.

Audit Trail

Month-by-month audit trail read from App_Error_Checks, including trial balance, balance sheet and cash flow reconciliation.

PASS—
FAIL—
NO DATA—
Selected Year—
MonthTrial BalanceBalance SheetCash FlowOverallAudit Summary
No checks loaded yet.
Audit trail is read from the workbook sheet App_Error_Checks. Trial Balance also validates TB Dump Upload column G for the selected month; zero means PASS.

Graph Studio

Create graphs from income statement, balance sheet, cash flow and financial ratio outputs.

Choose a source or prompt a graph to visualise your financials.

Ask AI

Dedicated chat for uploaded results, statements, ratios, checks and financial interpretation.

Detailed Read My Financials is inbuilt — it does not use your OpenAI token. Your backend token is only for live AI Q&A inside AI Analyst.

Keep the API key in Netlify environment variables only, never inside the browser HTML.

Prompt a graph

Prompt a graph to visualise your uploaded financials.
Quick Prompts
Summarise overall financial health with key numbers.
What are the top 3 liquidity risks right now?
Draft a board-level executive summary.
Is the business profitable? Explain EBITDA vs net profit.
What does the Financial Distress Indicator (Altman Z score model) tell us?
What management actions should be prioritised next quarter?
Summarise the main month-on-month performance movements.
Assess working capital adequacy. Formula: Current Assets minus Current Liabilities.
AI Financial Analyst
Protected AI + inbuilt finance engine
Welcome to AI Analyst. Ask about your numbers or any finance, accounting, banking, investment, or ratio concept.

Executive Summary

Editable board report — confirm to lock, then download as PDF

🔒 Summary confirmed and locked — ready for download.
—
score
Financial Health
—
Financial Distress Indicator (Altman Z score model)
—
Insufficient data
Key Snapshot
—
Executive Overview
Run analysis to auto-generate. You can edit this text.
Financial Health Assessment
Health assessment will populate after analysis.
Risk Observations
Risk observations will populate after analysis.
Board Recommendations
Recommendations will populate after analysis.

Key Ratios

Billing

Simple, transparent pricing for every company connection in your SolveARC workspace.

Value for money
Launch price
$9.99/ company / month
$15.00 normal price

Early-customer offer: $9.99 / company / month, price locked for 24 months.

Billed annually: pay 15% less, equal to $8.49 / company / month.

Cancel anytimeNo long-term lock-in Company-based seats1 seat = 1 company connection Secure paymentCheckout powered by Polar

How billing works

Billing is based on the number of companies you connect in SolveARC.

$
1 Seat = 1 Company Connection Each connected company requires one seat. You can update the number before checkout.
1 Company1 seat$9.99 / month$101.90 / year with 15% off
2 Companies2 seats$19.98 / month$203.80 / year with 15% off
3 Companies3 seats$29.97 / month$305.69 / year with 15% off
5 Companies5 seats$49.95 / month$509.49 / year with 15% off
All taxes included — taxes, if any, are handled during secure checkout.

Admin Settings

User management, invites & API configuration

Users & Invites

Invite User (creates approved slot)

After adding, share the site URL. The user signs in with Sign In (if you set a temp password) or uses "Activate Account" tab to set their own password. Only approved emails can access the platform.

Invite Team Member to This Workspace

This adds the email to Supabase workspace_members for the current workspace. Their user_id is filled when they log in with the same email.

Activity Log

Backend AI configuration

Set the OpenAI key in Netlify environment variables and call it through a Netlify Function. Do not place the key inside this HTML or local browser storage.

Configured via protected backend connection.